Experienced Office Manager and Accounting Specialist optimizing productivity, efficiency and service quality across various environments and departments. Highly dependable, ethical and reliable support leader. Works effectively with cross-functional teams in ensuring operational and service excellence.
Overview
6
6
years of professional experience
Work History
Office Manager
Sims Tree Health Specialist
09.2022 - Current
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Updated reports, managed accounts, and generated reports for company database.
Developed and maintained successful relationships with vendors, suppliers and contractors.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Attend annual conferences and being updated to state laws for chemical usage/exposure.
Accounting Specialist
Sims Tree Health Specialist
03.2022 - Current
Input financial data and produced reports using Quickbooks Online/Desktop.
Supported month-end closing process by preparing account reconciliations, and variance analysis reports.
Coached, trained, and delegated tasks to 4 office team members to meet specific department goals.
Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
Maintained compliance and record keeping for Workers Compensation, General Liability, and other Insurances..
Contacted customers to immediately find resolutions for escalated issues.
Managed semi-monthly payroll procedures and provided accurate and on-time compensation for 16 employees.
Managed benefits on a annual basis.
Managed cash flow effectively by monitoring daily transactions reconciling bank accounts regularly.
Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
Prepared weekly deposits
Personal Loan Specialist
OneMain Financial
02.2021 - 03.2022
Assisted clients with financial planning, offering guidance on debt management and budgeting strategies.
Educated borrowers on available loan options, empowering them to make informed decisions about their financial future.
Achieved high levels of customer satisfaction by consistently exceeding expectations in timeliness of response and issue resolution.
Served as a liaison between applicants and internal departments, streamlining communication channels during the loan process.
Performed risk analysis for each applicant, minimizing potential losses from defaulted loans.
Managed a portfolio of personal loans, monitoring repayment progress and proactively addressing delinquencies.
Improved loan approval rates by conducting thorough applicant evaluations and credit assessments.
Ensured compliance with federal regulations and company policies throughout all stages of the loan process.
Senior Customer Representative
Apoyo Financiero
02.2020 - 02.2021
Listened to customers' questions and concerns to provide answers or responses.
Provided excellent customer service by efficiently resolving issues and responding to inquiries.
Collected customer information and analyzed customer needs to recommend potential products or services.
Safeguarded company reputation through diligent review of loans for potential fraud or misrepresentation before approvals were granted.
Negotiated favorable repayment terms with clients experiencing financial difficulties to minimize losses while maintaining goodwill between parties involved.
Exceeded monthly sales targets by implementing targeted marketing strategies and cultivating strong relationships within the local community.
Shift leader
Farmer Boys
04.2018 - 01.2020
Trained new employees and delegated daily tasks and responsibilities.
Maintained a clean and safe work environment while ensuring all employees adhered to safety guidelines and protocols.
Handled high-pressure situations calmly and professionally during peak hours or unexpected rushes at the restaurant.
Maintained speed of service for food orders while minimizing errors and complaints.
Collaborated with the kitchen staff to ensure accuracy of orders, minimizing order errors and complaints.
Kept detailed knowledge of and followed all food safety guidelines.
Assisted in daily administration tasks: Payroll, Daily Sales, Labor, Inventory, Policies and Procedures